With Mainstar Trust, you choose from a wealth of administratively feasible asset types.
A mutual fund is a type of investment that is made up of a pool of money collected from many investors used to purchase a portfolio of securities. Mutual funds are a practical and efficient way of building a diversified portfolio including bonds, stocks, money market instruments, and other similar asset types.
A Certificate of Deposit is a savings certificate with a specific fixed term and entitles the receiver to accrue interest.
The two types of stock are common and preferred stock. Both trade on a public stock exchange, but differ in the rights given to the owners/investors. Common stocks are the most typical share types issued by companies; entitling shareholders to participate in the growth/profit of the company invested in, and include voting and preemptive rights. Preferred stocks represent partial company ownership, but with a greater claim on company assets than common and do not include voting rights.
A bond issued by corporations and sold to investors to fund capital improvements, debt refinancing, expansions, or acquisitions. The range of corporate bonds issued allows investors to customize a bond portfolio around their specific needs.
A private placement is an offering of unregistered securities to a limited pool of investors. In a private placement, a company sells shares of stock in the company in exchange for cash. A private placement can be structured as a private stock or fund.
A bond issued by a government authority, with a promise of repayment upon maturity. A low-risk investment backed by taxing power of the government.
Two or more partners conducting business jointly, with one or more liable only to the extent of the amount of money invested. Limited partners obtain direct access to income and expense flow.
A type of legal structure providing the limited liability features of a corporation, and the tax efficiency and flexibility with operations of a partnership. The limited liability company (LLC) can be set up as a single member LLCs or multiple member LLCs.
A form of real estate investment that is designed to reduce or eliminate tax while providing returns from real estate. There are three kinds of REITs: private, public non-traded and publicly traded. A business development company (BDC) is an organization that invests in and helps small- and medium-size companies grow in the initial stages of development.
An annuity is an insurance product in which the investor makes a lump sum payment or series of payments as a means of saving for retirement. Then, later, the investment makes a lump sum distribution or series of regular distributions to the investor.
Promissory notes, mortgage notes, trust deeds and hard money loans are all terms used for private lending investments options, which allow a non-bank investor to finance a note for a borrower.